All Articles tagged with 'Rod Bertino'

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John Hancock and Business Health – a unique 20+ year collaboration

From Business Health

Business Health has announced that its partnership with leading pension and retirement plan provider, John Hancock Retirement[1], has again been renewed for 2025. “After 20+ years of working with John

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27 Mar 2025

Financial advice profession in good health

From FAAA - Financial Advice Association Australia

The financial advice profession is in good health although challenges around staffing and use of technology remain, according to the latest Business Health By The Numbers report, developed in conjunction

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08 Mar 2024

Video: Estate Planning

From Zurich Financial Services Australia

With an ageing population and increasing divorce rates, the demand for estate planning solutions will continue to grow rapidly in both the short and long-term. For many advisers, the term

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22 Jul 2014

Video: Hot business tip number 7 – Change your approach to review meetings

From Zurich Financial Services Australia

There is an intrinsic link – confirmed by research – between the quality of the review process (as rated by clients) and the satisfaction and retention rates amongst those same

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15 Apr 2014

Hot business tip no. 2: Survey your clients

From Zurich Financial Services Australia

It may seem self evident that you care about what your clients think, and yet – according to Rod Bertino from Business Health – only 15% of practices formally seek feedback from their

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05 Feb 2014

What do your clients think of you?

From Rod Bertino - Business Health

Few advisers would disagree that providing top class client service is a critical part of running a successful practice, but it is dangerous for planners to assume that they know

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07 Sep 2011

Benchmarking financial planning practices

From Rod Bertino - Business Health

The advent of benchmarking and the “Balanced Scorecard” have provided many Australian advisory businesses with some fabulous information over the last few years. However, the warning by Mark Twain that

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26 Aug 2011

Earn CPD Points

CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]